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Integrated Wealth Management (Palm Desert)’s Piper Sandler PIPR Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio PIPR Stock Details PIPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-116
Closed -$1K – 798
2016
Q3 		$1K Hold
116
– – ﹤0.01% 1174
2016
Q2 		$1K Buy
+116
New +$1.23K ﹤0.01% 1196

Other funds holding PIPR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s PIPR Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Piper Sandler (PIPR) in Q4 2016, closing a stake of 116 shares — an estimated $1K sold.

Integrated Wealth Management (Palm Desert) first reported a position in PIPR in Q2 2016 and held it in 2 quarters. The position peaked at $1K in Q3 2016. 208 funds tracked by Wall St. Rank hold PIPR as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Piper Sandler position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 116 Piper Sandler shares in Q4 2016, an estimated $1K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Piper Sandler in Q2 2016 and held it in 2 quarters.
  • Integrated Wealth Management (Palm Desert)'s Piper Sandler position peaked at $1K in Q3 2016.
  • 208 funds tracked by Wall St. Rank held Piper Sandler as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.